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Every engagement from proposal to paid invoice
Each client engagement runs from proposal to paid invoice in one system, so partners see what was promised, delivered and billed.
What is professional services ERP?
Professional services ERP runs firms that sell expertise: proposals, client engagements, consultant time, project costs and billing.
In HYP ERP, it combines CRM, Sales & Distribution, Projects & Contracts, HR & Payroll and Accounting & Finance for advisory firms, agencies, consulting practices and other teams that deliver client engagements.
HYP ERP
Professional services capabilities in HYP ERP
In many firms the proposal sits in a document folder, the engagement plan in a spreadsheet and the invoice in accounting. Partners discover scope creep or slow collections at month end. Firms with consultants in several countries feel it most, as commercial promises and delivery records drift apart.
Client pipeline and proposals
Client records, inquiries, opportunities and follow-up in the CRM functions, ending in a service quotation.
HYP ERP
Engagement structure and WBS
Each engagement becomes a project with a WBS, tasks, deadlines, team members, attachments and progress.
HYP ERP
Engagement budgets and costs
Plan costs, assign resources and record approved costs as delivery progresses.
HYP ERP
Proposal-to-invoice flow
Service quotation, sales order and customer invoice in one commercial chain, with collections in accounting.
HYP ERP
Consultant records, timesheets and payroll
Leave, attendance and timesheets for consultants and support staff, approved before payroll.
HYP ERP
Firm-level financial reporting
Receivables, payables, ledger balances and project or sales reports.
HYP ERP
Your operation, end to end
How a consulting firm runs on HYP ERP
Follow the work from the first step to the books. Every step uses the same data, so nothing is typed twice between departments.
Step 1 of 5
Qualify and propose
Capture the requirement and issue a proposal.
In HYP ERP: Sales & Distribution Management
HYP ERP
Step 2 of 5
Structure the engagement
Scope, WBS, team responsibilities and milestones.
In HYP ERP: Projects & Contracts
HYP ERP
Step 3 of 5
Engage outside specialists
Subcontracted expertise when needed.
In HYP ERP: Procurement & Inventory
HYP ERP
Step 4 of 5
Deliver and record
Progress and approved costs as work moves on.
In HYP ERP: Projects & Contracts
HYP ERP
Step 5 of 5
Invoice and collect
Invoice, collection and engagement reports.
In HYP ERP: Accounting & Finance
HYP ERP
HYP ERP modules for professional services and consulting
Sales & Distribution Management: clients, proposals and invoices
Client relationships, inquiries, quotations, orders and fee invoices.
Projects & Contracts: client engagements
Engagements organized through WBS, tasks, progress, resources and budgets.
HR & Payroll: consultants and support staff
Employee administration, timesheets, leave and payroll.
Accounting & Finance: fees, receivables and firm results
Receivables, payables, banking and reporting for the practice.
What each role sees
What each person checks every morning
Engagement manager
- Budget against actual costMoney spent on the engagement compared with its budget.
- Milestones metAgreed milestones delivered on time.
- Open tasksTasks the team still has to finish.
- Quoted against invoiced valueHow much of the quoted fee has been invoiced.
Business development lead
- Open opportunitiesPotential deals still being worked on.
- Proposals issuedProposals sent to prospective clients.
- Proposal win rateHow many proposals turn into signed work.
- Pipeline valueThe total value of deals still in progress.
Practice finance director
- Receivables agingHow long client invoices have been unpaid.
- Days to collectHow long clients take, on average, to pay.
- Revenue by clientHow much each client brings in.
- Payroll costWhat the firm spends on salaries.
Why consulting businesses choose HYP ERP
Promises and delivery side by side
Quotation, engagement plan and invoice sit in one system for each client.
Engagements with named owners
WBS tasks and assignments give every deliverable an owner and a deadline.
Numbers behind every engagement
Budgets, costs, invoices and collections sit together for partner review.
Pricing
How much does professional services ERP cost?
Pricing depends on users, companies and offices, and the modules you pick. Build your request in a few minutes with the professional services profile, and a consultant replies within one working day to prepare your quotation. Consulting firms usually start with Sales & Distribution Management, Projects & Contracts and Accounting & Finance.
From the blog
Guides for professional services firms
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Professional services ERP FAQs
How do consulting firms invoice clients in HYP ERP?
Through Sales & Distribution. In HYP ERP for Professional Services & Consulting, the service quotation becomes a sales order and then a customer invoice, and accounting follows its collection against the client's balance.
Can HYP ERP record consultant timesheets?
Yes. HYP ERP for Professional Services & Consulting records consultant timesheets, leave and overtime in HCM, approved before payroll. Time-based client billing depends on your scope; a HYP ERP consultant confirms it during the demo.
Is HYP ERP suitable for consulting firms in the UAE and Saudi Arabia?
Yes. HYP ERP for Professional Services & Consulting records VAT on fee invoices, runs WPS payroll and end of service for consultants, and provides ZATCA Phase 2 certified e-invoicing.
How do we get a quote for a consulting firm?
Choose the services profile in Build Your Quote, which preselects the usual modules, then set users for each. Your firm hears from a HYP ERP consultant within one working day.
Connect what your firm promised, delivered and billed
See one client engagement run from proposal to collected invoice.